Financial Services Administrator - Birmingham, United Kingdom - Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd
Artemis Recruitment Consultants Ltd
Verified Company
Birmingham, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Financial Services

Birmingham

16/05/2023

Type of Position:
Financial Services Administrator - Birmingham

Pay:
£24k - £32k


Financial Services Administrator - Birmingham:

Our client is looking for a Financial Administrator to join their team based in the Birmingham area. The Administrator will help provide admin support to both the office manager and financial advisers within the team.


Responsibilities:

- collating plan information
- requesting quotes
- processing authority letters
- assisting advisors with general queries
- ensuring relevant documents are uploaded.
- submitting business online and via post
- adding plans to the database
- chasing providers once business is submitted
- checking plan documentation.
- performing relevant anti-money laundering checks
- checking compliance documentation is completed
- adding client information to the database
- ensuring documents are uploaded correctly


Desirable:


  • An excellent understanding of the financial planning process.
  • Excellent communication skills and telephone manner.
  • Good IT skills, good spreadsheet and database knowledge.
  • Effective organisational skills

Experience:


  • Minimum of one year in a Financial Services Administration Role.
  • Knowledge of IO, the Quilter Platform, the Parmenion Platform, Microsoft Word and Microsoft Excel.
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